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Ground Swell Capital’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Ground Swell Capital’s Portfolio RWJ Stock Details RWJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,912
Closed -$225K – 244
2024
Q3 		$225K Buy
+4,912
New +$212K 0.2% 80
2014
Q3 		$55K Buy
+3,204
New +$58.3K 0.1% 191

Other funds holding RWJ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Ground Swell Capital's RWJ Position: Q4 2024 in Review

Ground Swell Capital sold out of Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q4 2024, closing a stake of 4,912 shares — an estimated $225K sold.

Ground Swell Capital first reported a position in RWJ in Q3 2014 and held it in 2 quarters. The position peaked at $225K in Q3 2024. 195 funds tracked by Wall St. Rank hold RWJ as of Q4 2024.

  • Ground Swell Capital reported no remaining Invesco S&P SmallCap 600 Revenue ETF position as of Q4 2024 after selling out during the quarter.
  • Ground Swell Capital sold 4,912 Invesco S&P SmallCap 600 Revenue ETF shares in Q4 2024, an estimated $225K.
  • Ground Swell Capital first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q3 2014 and held it in 2 quarters.
  • Ground Swell Capital's Invesco S&P SmallCap 600 Revenue ETF position peaked at $225K in Q3 2024.
  • 195 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q4 2024.

Based on Ground Swell Capital's 13F filing for Q4 2024, filed 14 Feb 2025.